For Advisors

We partner with financial advisors to integrate philanthropic tools seamlessly into client portfolios—helping retain assets under management while advancing clients’ charitable goals.

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OUR PRODUCTS

What We Provide

We help advisors strengthen client relationships, improve retention, and simplify charitable integration—without giving up asset management.

Improve Client Retention

Build stronger relationships by helping clients pursue their philanthropic goals. Advisors who guide charitable giving retain clients longer and see higher satisfaction across their practice.

Gain Efficient Charitable Asset Oversight

Obtain full visibility across client accounts. The advisor view provides one clear dashboard to monitor and manage every charitable fund with transparency and control.

Offer Donors Unmatched Flexibility

Help clients maximize tax advantages by donating virtually any asset and funding a wider range of opportunities—including impact investments and nontraditional charitable projects.

OUR PRODUCTS

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Advisor Resources

Donor-Advised Funds Compared

to Foundations

The unmatched flexibility of a UI Charitable Donor-Advised Fund
makes it a simple alternative to a private foundation.

Donor-Advised Funds Compared

to Foundations

The unmatched flexibility of the UI Donor-Advised Fund makes it very similar to a private foundation.

Donor-Advised Funds Compared

to Foundations

The unmatched flexibility of the UI Donor-Advised Fund makes it very similar to a private foundation.

Donating Complex Assets

UI Charitable Donors are able to donate nearly any complex asset,

maximizing tax benefits and simplifying the giving process.

Donating Complex Assets

UI Charitable Donors are able to donate nearly any complex asset, maximizing tax benefits and simplifying the giving process.

Charitable Bunching

A tax efficient strategy that leverages Donor-Advised Funds to reduce taxable income.

Charitable Bunching

A tax efficient strategy that leverages Donor-Advised Funds to reduce taxable income.

Fiscal Sponsorships

Enable clients to fund or launch charitable projects without the burden of starting a nonprofit needing 501(c)(3) status—expanding giving options.

Fiscal Sponsorships

Enable clients to fund or launch charitable projects without the burden of starting a nonprofit needing 501(c)(3) status—expanding giving options.

FAQs

Frequently Asked Questions

Frequently Asked
Questions

What is a Donor-Advised Fund?

What are the tax benefits of a Donor-Advised Fund?

How is the UI Donor-Advised Fund different from other Donor-Advised Funds?

What types of clients does UI Charitable work with?

Can a client transfer an existing Donor-Advised Fund to UI Charitable?

Where can I custody my clients' Donor-Advised Funds?

What organizations can my clients support through their Donor-Advised Fund?

What are the advantages of a UI Donor-Advised Fund vs a private foundation?

Is there a minimum contribution required to establish a UI Donor-Advised Fund?

Are there minimum activity requirements for the UI Donor-Advised Fund?

How long does it take to set up a UI Donor-Advised Fund?

Not Seeing What You're Looking For?

What We Provide

We help advisors strengthen client relationships, improve retention, and simplify charitable integration—without giving up asset management.

OUR PRODUCTS

Achieve Greater Financial Success

Research demonstrates that investment advisors who focus on their clients’ philanthropic goals retain their customers longer and receive higher client satisfaction research.

Maintain Charitable Asset Oversight

Through our platform, investment advisors, whether fee-only or fee-based, maintain charitable funds within their entire asset pool, providing greater connection and success for the advisor.

Offer Your Clients Extreme Flexibility

Funding the DAF will depend on the type of asset your clients would like to donate. For the most common scenarios click here. For inquiries into all other assets, please email support@uicharitable.org

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